Client benefits


As your assets grow, so does the support you'll have available. Find out exactly what you'll receive as an investor at Vanguard.

Investing at Vanguard

Investments that meet your needs. Financial help—how and when you want it. Products and services that make doing business easy.

Up to $1 million*

Maybe you're just starting out. Or perhaps your portfolio is starting to grow. Or maybe your account balances are climbing and you need a little more guidance. Whatever your situation, you'll get what you need from us along the way.

See how your benefits get better & better

$1 million to $5 million*

Financial needs get more complex with large portfolios. You require personalized help and the right services. And that's exactly what you and your family will receive.

See what you'll get with Flagship Services®

Compare our services

Wealth management at Vanguard

Personalized help. Extensive services. Investing support.

$5 million & up*

You have a lot invested with us, so we'll invest a lot in you and your family. We'll meet your wealth needs with personal attention and extensive wealth management services.

See what you'll get with Flagship Select Services®

Vanguard Personal Advisor Services

If you have at least $50,000 with us, consider Vanguard Personal Advisor Services®, which provides you with a goals-based financial plan according to your unique situation.

Investing for college, retirement, or something else?

IRAs, 529 accounts, individual and joint accounts, and more.

ETFs, stocks, bonds, and CDs—they’re all right here.

See how Vanguard Personal Advisor Services can help you

Or call 800-523-9447 to speak with an investment professional.

*See what Vanguard assets qualify for these services

All investing is subject to risk, including the possible loss of the money you invest.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.